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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Summit Asset Management
Tennessee
$683K
LBC
202
Lowe Brockenbrough & Co
Virginia
$676K +$211K +22,800 +46%
PFM
203
Phillips Financial Management
Indiana
$675K -$20.4K -2,202 -3%
SWM
204
SigFig Wealth Management
California
$665K +$7.16K +774 +1%
Millennium Management
205
Millennium Management
New York
$639K -$237K -25,674 -27%
GGI
206
Godsey & Gibb Inc
Virginia
$632K -$4.21K -456 -0.7%
PAM
207
Premier Asset Management
Illinois
$627K +$230K +24,882 +59%
AI
208
Atria Investments
North Carolina
$627K +$618K +66,816 New
TCT
209
TIAA CREF Trust
Missouri
$614K -$27.7K -3,000 -4%
S
210
SignatureFD
Georgia
$613K -$555 -60 -0.1%
RWA
211
RGT Wealth Advisors
Texas
$598K +$3.44K +372 +0.6%
SFG
212
SNS Financial Group
Minnesota
$574K +$566K +61,224 New
MIH
213
Madison Investment Holdings
Wisconsin
$572K +$22.6K +2,442 +4%
IH
214
IFC Holdings
Florida
$566K +$162K +17,550 +41%
SDWMA
215
Schneider Downs Wealth Management Advisors
Pennsylvania
$564K +$108K +11,658 +24%
BlackRock
216
BlackRock
New York
$555K +$776 +84 +0.1%
PA
217
Paracle Advisors
Washington
$545K +$25.6K +2,766 +5%
HP
218
HT Partners
Connecticut
$541K -$16K -1,734 -3%
RPA
219
Rock Point Advisors
Vermont
$530K -$67.1K -7,254 -11%
MWM
220
Meridian Wealth Management
Kentucky
$529K +$132K +14,316 +34%
CWM
221
Concert Wealth Management
California
$523K +$57.3K +6,198 +12%
PP
222
Palladium Partners
Virginia
$521K +$28.5K +3,078 +6%
BWP
223
BSW Wealth Partners
Colorado
$512K -$243K -26,244 -32%
CFMC
224
Curbstone Financial Management Corp
New Hampshire
$505K -$5.55K -600 -1%
AC
225
Alley Company
Illinois
$499K +$16.8K +1,818 +4%